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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,803 | $49,249-65.9% | $70,476-76.2% | $79,852-79.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 75.1%+21.8pp | 69.6%+27.2pp |
| Annual return | 3.10% | 30.09%-27.0pp | 109.12%-106.0pp | 31.72%-28.6pp |
| Employer contribution / active EE | $1,422 | $2,100-32.3% | $2,738-48.1% | $2,471-42.5% |
| Participant deferral / active EE | $3,983 | $2,769+43.8% | $3,710+7.3% | $3,740+6.5% |
| Admin fee / account holder | $99 | $2,878-96.6% | $3,847-97.4% | $5,306-98.1% |